Level Four Advisory Services

Level Four Advisory Services (CRD# 134086) is a financial advisory firm headquartered in Plano, TX. They manage $2,211,288,691 in 7,794 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,211
    MILLION
  • Total Number of Accounts
    7,794
    ACCOUNTS
  • Average Account Value
    $283,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Level Four Advisory Services
Showing 1 - 10 of 145 top financial advisors.
1
Martin I. Friedman
CRD#: 2306627
One Northbrook Place, 5 Revere Drive, Northbrook, IL 60062
101
Wealthminder
score

Martin I. Friedman (CRD# 2306627) is an Investment Advisor Representative working at Level Four Advisory Services in Northbrook, IL and has over 23 years of experience in the finance industry. Martin Friedman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew D. Allgood
CRD#: 2577689
2323 Naperville Road, Suite 210, Naperville, IL 60563
96
Wealthminder
score

Matthew Allgood (CRD# 2577689) is an Investment Advisor Representative working at Level Four Advisory Services in Naperville, IL and has over 22 years of experience in the finance industry. Matthew Allgood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jordan N. Andreola
CRD#: 4975943
5850 Granite Parkway, Suite 270, Plano, TX 75024
96
Wealthminder
score

Jordan Andreola (CRD# 4975943) is an Investment Advisor Representative working at Level Four Advisory Services in Plano, TX and has over 12 years of experience in the finance industry.

4
Lacey E. Buteyn
CRD#: 4420482
2611 Internet Blvd, Frisco, TX 75034
96
Wealthminder
score

Lacey Buteyn (CRD# 4420482) is an Investment Advisor Representative working at Level Four Advisory Services in Frisco, TX and has over 16 years of experience in the finance industry. Lacey Buteyn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kevin D. Counts
CRD#: 3061775
5850 Granite Parkway, Suite 270, Plano, TX 75024
96
Wealthminder
score

Kevin Counts (CRD# 3061775) is an Investment Advisor Representative working at Level Four Advisory Services in Plano, TX and has over 19 years of experience in the finance industry. Kevin Counts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
James A. Frigstad
CRD#: 4782144
4401 Coleman St., Ste. 103, Bismarck, ND 58503
96
Wealthminder
score

James Frigstad (CRD# 4782144) is an Investment Advisor Representative working at Level Four Advisory Services in Bismarck, ND and has over 13 years of experience in the finance industry. James Frigstad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Mitchell R. Griep
CRD#: 4798227
10900 Wayzata Blvd., Suite 830, Minnetonka, MN 55305
96
Wealthminder
score

Mitchell Griep (CRD# 4798227) is an Investment Advisor Representative working at Level Four Advisory Services in Minnetonka, MN and has over 13 years of experience in the finance industry. Mitchell Griep has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Wilbur S. Hemby
CRD#: 2565069
7868 Hwy 70 W, La Grange, NC 28551
96
Wealthminder
score

Wilbur Hemby (CRD# 2565069) is an Investment Advisor Representative working at Level Four Advisory Services in La Grange, NC and has over 23 years of experience in the finance industry. Wilbur Hemby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Paul W. Hilliard
CRD#: 246122
2323 Naperville Road Ste. 210, Naperville, IL 60563
96
Wealthminder
score

Paul Hilliard (CRD# 246122) is an Investment Advisor Representative working at Level Four Advisory Services in Naperville, IL and has over 34 years of experience in the finance industry. Paul Hilliard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Stephen D. Iaconis
CRD#: 4445786
3700 Colonnade Parkway, Suite 255, Birmingham, AL 35243
96
Wealthminder
score

Stephen Iaconis (CRD# 4445786) is an Investment Advisor Representative working at Level Four Advisory Services in Birmingham, AL and has over 16 years of experience in the finance industry. Stephen Iaconis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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